国泰海通｜机械：新型摆线减速器在人形机器人应用

Core Viewpoint - The article emphasizes the investment opportunities in the development of Hu-MCS series lightweight and efficient cycloidal gear actuators by Hechuan Technology, highlighting the ongoing updates and iterations in their reducer solutions [1]. Group 1: Current Market Landscape - The primary solutions for humanoid robot joint rotation are currently harmonic reducers and planetary reducers due to their advantages in size, weight, precision, cost, and torque output characteristics [1]. - Harmonic reducers are noted for their simple and compact structure, high transmission precision, and low backlash, while planetary reducers offer strong torque and excellent power performance through multi-stage gear transmission [1]. Group 2: Advantages of Cycloidal Reducers - Cycloidal reducers are expected to address the performance shortcomings of harmonic and planetary reducers through technological improvements, offering high precision, impact resistance, and smooth transmission [2]. - Hechuan Technology has achieved breakthroughs in core performance, expanding the rated torque coverage from 10 N·M to 140 N·M, with a fivefold rated overload capacity [2]. Group 3: Industry Trends and Future Outlook - The humanoid robot joint transmission solutions are entering a phase of refined adaptation, with leading companies expanding the rated torque coverage of cycloidal reducers and enhancing installation flexibility through lightweight technology [2]. - The future of humanoid robots is anticipated to involve "precise selection" of different reducers based on joint load characteristics, creating a synergistic technical ecosystem that accelerates commercialization [2].